Broadridge invests in agentic AI tech fintech to drive post-trade automation 

Strategic partnership aims to help firms reduce manual email processing, improve operational efficiency, and strengthen compliance oversight. 

Broadridge Financial Solutions has expanded its partnership with agentic AI technology provider DeepSee in a bid to accelerate automation across post-trade capital markets operations. 

The strategic investment includes Broadridge taking a minority ownership stake in US-based DeepSee and aligns with Broadridge’s broader strategy to deploy artificial intelligence and harmonised data across its global post-trade infrastructure. 

The AI solution has already been deployed across Broadridge’s business process outsourcing operations, which serve more than 60 clients, and is also integrated with the firm’s post-trade platform.  

The technology can be deployed either within a client’s own infrastructure or on a standalone basis. 

The latest agreement will initially focus on AI-powered email orchestration and is specifically set to help post-trade teams reduce manual email processing, improve operational efficiency, and strengthen compliance oversight by embedding AI directly into daily workflows.  

Read more: A new frontier of automation: Why agentic AI is the financial markets’ next fundamental hurdle 

“This latest investment and partnership underscores Broadridge’s commitment to delivering innovative AI-powered solutions that transform operations, reduce risk, and enhances the client experience,” said Tom Carey, president of Broadridge global technology and operations 

“Working with DeepSee, we are bringing agentic AI directly into post-trade workflows, helping clients move from manual email handling to intelligent automation – unlocking new levels of productivity and operational resilience.”   

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